See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,773 | $69,362+28.0% | $101,248-12.3% | $73,488+20.8% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.8%+22.1pp | 70.7%+27.2pp |
| Annual return | -1.03% | 18.46%-19.5pp | 46.47%-47.5pp | 28.51%-29.5pp |
| Employer contribution / active EE | $2,472 | $2,628-5.9% | $3,660-32.4% | $2,270+8.9% |
| Participant deferral / active EE | $5,813 | $3,300+76.2% | $4,370+33.0% | $3,740+55.4% |
| Admin fee / account holder | $17 | $704-97.6% | $5,945-99.7% | $513-96.8% |